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SalesForce Beginner's Guide Lab#5

SalesForce Beginner's Guide Lab#5

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Published by Amit Sharma
BISP is committed to provide BEST learning material to the beginners and
advance learners. In the same series, we have prepared a complete end-to
end Hands-on Beginner’s Guide for SalesForce. The document focuses on
relationship, formula field and customization. Join our professional training
program and learn from experts.
BISP is committed to provide BEST learning material to the beginners and
advance learners. In the same series, we have prepared a complete end-to
end Hands-on Beginner’s Guide for SalesForce. The document focuses on
relationship, formula field and customization. Join our professional training
program and learn from experts.

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Published by: Amit Sharma on Nov 11, 2013
Copyright:Attribution Non-commercial

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01/22/2014

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Getting Started with SalesForce CRM
Getting Started with SALESFORCE Part VDescription:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s Gide !or Sales"orce. The docment !ocses on relationship, !ormla !ield and cstomi#ation.  $oin or pro!essional training program and learn !rom e%perts.
History:
Version Description Change Author Pu!ish Date"#$ %nitia! Dra&tChandra Pra'ash Shar(a$"
th
 )un *"$*"#$ Re+iew,$ A(it Shar(a $*
th
 )un *"$*
www.bispsoltions.com www.bisptrainigs.com www.h&periongr.com Page '
 
Re!ationship in Sa!esForce
3se relationship to associate one ob4ect to another ob4ect in sales"roce.com. The relationship 4st called parent or child relation, create relation parent or child relation. The ob4ect which on &o create a relation is called the child, &o can onl& create a relation !ield on the child ob4ect.In Sales"orce &o have two option
$#- Loo'up Re!ationship *#- .aster Detai! Re!ationship$#- Loo'up Re!ationship :/
 0oo5p !ield is non mandator& !ield b& de!alt, deleting the parent record will not a!!ect the child records, in loo5p *elationship we have create )1 child.
*#- .aster Detai! Re!ationship
- /aster detail !ield is mandator& !ield b& de!alt, deleting the parent record will also delete all the associated records, master detail relationship we have create ) parent.(lic5 to
setup
 -6
create
 -6 clic5 on !ield a!ter that &o !ind the
Custo( Fie!ds 0 Re!ationships
in
Custo( Fie!ds 0 Re!ationships
clic5 on
new
 btton. and select the
Loo'up Re!ationship
 *adio btton. chec5 this ration btton and clic5 to
1e2t
 btton. &o can see below.
Step $ :/
!ter (lic5
1e2t
bttonwww.bispsoltions.com www.bisptrainigs.com www.h&periongr.com Page +

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